Flying Objects, Super Bowl Ads, Yield Curve, and NYC (Podcast)
Mick Mulroy, co-founder of the Lobo Institute and former Deputy Assistant Secretary of Defense for the Middle East at US Department of Defense, discusses the China balloon incident, the latest on the ...
13 Helmi 202342min
The UK, The BOJ, ETFs, and Nickel (Podcast)
Jennifer Lee, Senior Economist at BMO Capital Markets, joins the program to discuss the Bank of Japan news, the UK narrowly avoiding a recession, and what it means for their central banks. Aneeka Gupt...
10 Helmi 202341min
Disney, Markets, Hilton, and Kellogg (Podcast)
Geetha Ranganathan, US media analyst with Bloomberg Intelligence, joins the program to discuss Disney earnings, job cuts, and restructuring. Emily Rose McRae, Senior Director of Research at Gartner, j...
9 Helmi 202344min
Jay Powell, Markets, and CVS (Podcast)
Neil Grossman, former CIO with TKNG Capital, joins the show to talk about the Fed and breaks down Jay Powell’s comments from yesterday. Michael Cuggino, President & Portfolio Manager of the Permanent ...
8 Helmi 202339min
Jay Powell, Credit Suisse, and the China Balloon (Podcast)
Anna Wong, Chief US Economist with Bloomberg Economics, joins the show to preview Jay Powell’s comments today and discusses the outlook for inflation and potential for a recession. Michael Green, port...
7 Helmi 202343min
Bonds, Inflation, and the Equity Rally (Podcast)
Liz McCormick, Chief Correspondent of Global Macro Markets with Bloomberg News, joins the program to discuss the Federal Reserves and what the bond market is currently telling investors. Priya Misra, ...
6 Helmi 202340min
Jobs, Tech Layoffs, and Baby Formula
Jeffrey Cleveland, Chief US Economist at Payden & Rygel, discusses the latest jobs numbers, the bond market, and what the latest economic data tells us about inflation outlook for the US. Matt Calkins...
3 Helmi 202322min
FOMC, Inflation, and the Economy
Jennifer Lee, Senior Economist and Managing Director with BMO Capital Markets, joins the program to discuss how central banks across the globe are pricing in inflation and the outlook for a global rec...
2 Helmi 202340min
